7322 Newman Boulevard
Dexter, MI 48130
O+ 800 9680600
F + 734 426 4109
Dear Client Bookkeeping Solution® Master Licensee:
Thank you for your inquiry regarding a Client Bookkeeping Solution (CBS) client license transfer.
To complete the transfer of a CBS client license to a new accountant (must have a CBS master license)
please follow the steps below (CBS ASP clients are non-transferrable).
The firm releasing the client must:
1. Complete and sign the top portion of the attached client transfer request form.
The firm receiving the client must:
1. Complete and sign the lower portion of the attached form (email address is required).
2. Include payment (or payment information) for the administration of the client license transfer.
The CBS license transfer administration fee is $35 (plus sales tax). Payment must accompany the
transfer request or it will not be processed. We will email you the instructions on how to download
a new license once the transfer is completed.
3. Charges for Support are the responsibility of the receiving firm once the transfer is complete.
Fax to: Order Processing at 734.426.4109, or
Mail to: Thomson Reuters, 7322 Newman Blvd., Dexter, MI 48130, ATTN: Order Processing
If you have questions, please contact us at at 800.968.0600, choose options 1, then 6.
Sincerely,
Steven M. Strauss
Vice President, Finance & Administration
• cs.thomsonreuters.com
TL26234
Client Bookkeeping solution Client Transfer Request
To be completed by firm releasing Client
Date of Request:
Address:
Firm Name:
City/State/Zip:
Firm ID:
Phone:
Transfer Agreement:
As current licensee of the firm,
please print
I, ,
hereby transfer my the following Client Bookkeeping Solution clients
to the receiving firm listed below.
Clients: Name(s) of client(s) to be transferred (CBS ASP client are non-transferable).
Signature of Current Licensee:
To be completed by firm receiving client
Firm Name:
Address:
please print
Firm ID:
City/State/Zip:
New Licensee Name:
Phone:
Email:
Transfer Agreement:
I,
,
(signature denotes acceptance of the license agreement and terms) understand that there is a fee associated with this CBS client transfer
request and it is agreed that this fee will be paid by the firm receiving the clients at the time of transfer.
Credit CD
Method of Payment
Check (payable: Professional Software & Services)
Direct Debit
Card #: Cardholder Address:
Credit Card
NOTE: A $25 fee will be assessed on any payments
returned NSF.
Exp. Date:
Complete, sign, and fax or mail this form, to
ATTN: Order Processing
FAX: 734.426.4109
MAIL: 7322 Newman Boulevard • Dexter, MI 48130
Direct Debit
Account #: Routing #: Questions?
Contact us at 800.968.0600, choose Option 1
Account Contact Name:
Account Contact Email: Account Type:
Checking
Savings Classification:
Business
Personal
Both
Account Name: Signature: Tax & Accounting
7322 Newman Boulevard • Dexter, MI 48130
800.968.0600 • CS.ThomsonReuters.com
TL26234